Funds From: ialfx - Institutional Advisors LargeCap - Large Blend to jlfax - JHancock Retire Living through 2030 A LW - Target Date 2026-2030


  • Holdings: Apple Inc , Microsoft Corp , Genuine Parts Co , U.S. Bancorp , VF Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Profunds Swap Security Ub , Profunds Swap Security Gs ,
  • Category: Bear Market
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , Greenbrier Companies Inc , Core-Mark Holding Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 10yr Note (Cbt)sep14 Xcbt 20140919 , Euro Bund Future Sep14 Xeur 20140908 , S+p500 Emini Fut Sep14 Xcme 20140919 , Can 10yr Bond Fut Sep14 Xmod 20140919 , S+p500 Emini Fut Sep14 Xcme 20140919 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: Diversified Real Asset Income Common , Home Depot Inc , Comcast Corp Class A , Actavis PLC , Prudential Ins Co Amer 144A 8.3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate Co Ltd , SL Green Realty Corp , AvalonBay Communities Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Tencent Holdings Ltd. , Beijing Enterprises Water Group Ltd , China Construction Bank Corp H Shares , PetroChina Co Ltd , China Life Insurance Co Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 1 Stars
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  • Holdings: RF Micro Devices Inc , Manhattan Associates Inc , Centene Corp , PrivateBancorp Inc , FelCor Lodging Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Biogen Idec Inc , Roche Holding AG ADR , Gilead Sciences Inc , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Samsung Electronics Co Ltd , Shenzhou International Group Holdings Ltd , Magnit PJSC GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Cerner Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Raytheon Co , Chevron Corp , JPMorgan Chase & Co , Goldman Sachs Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Alpha Opportunities NAV , JHancock Emerging Markets NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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Funds From: ialfx - Institutional Advisors LargeCap - Large Blend to jlfax - JHancock Retire Living through 2030 A LW - Target Date 2026-2030
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